Commercial Loan Checklist

The following list will help you identify the types of information a lender will require to make an informed decision about your commercial loan application. This list may not be comprehensive for all lenders and may vary as market conditions change.

Signed copies of income tax returns, with all schedules, as filed with the IRS

Copies of business financial statements

A year-to-date profit and loss statement

Copies of personal financial statements

Projected cash flow statement for the coming year

Pro forma for the next 12 months and/or for the length of the requested loan